Joined Report Types

A joined report can contain data from multiple standard or custom report types.

It helps you to combine multiple object data into single reports.

Some additional features are:

  • You can add charts.
  • You canan add 16 report types.
  • You can  add 5 different blocks with cross block and cutom summary formulas to each block.

Let as have an example:

Create a report comparing the number of support cases that are New, Working, or Escalated by priority. The report contains a single standard report type: Cases. First, create the report, add three blocks to the report, filter each block by the appropriate status, and then use the Priority field for grouping.

To create the report:

  1. Create a new report, selecting Cases as the report type.
  2. Select Joined from the Format drop-down.
  3. Remove unwanted fields by dragging them to the Fields pane.
  4. Create three blocks, each containing the Case Number and Status and, optionally, Case Owner fields.
  5. For each block, filter on all cases. Then, filter each of the blocks by Status as follows:

Block 1: Status equals New

Block 2: Status equals Working

Block 3: Status not equal to Escalated

Group the blocks by Priority.

6.  Optionally, rename the blocks.

7.  Click Save or Run Report.

.Joined Report Type


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